SiVest Group

Firsthand Capital Management as of Dec. 31, 2011

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 54 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Motorola Mobility Holdings 11.3 $9.7M 250k 38.80
Apple (AAPL) 7.3 $6.3M 16k 405.03
NetLogic Microsystems 5.8 $5.0M 100k 49.57
Microsoft Corporation (MSFT) 5.8 $4.9M 190k 25.96
PowerShares QQQ Trust, Series 1 5.2 $4.5M 80k 55.82
Intevac (IVAC) 4.9 $4.2M 563k 7.40
Baidu (BIDU) 4.1 $3.5M 30k 116.47
Sina Corp. 3.6 $3.1M 60k 52.00
F5 Networks (FFIV) 3.1 $2.7M 25k 106.12
NVIDIA Corporation (NVDA) 3.1 $2.6M 190k 13.86
Amazon (AMZN) 3.0 $2.6M 15k 173.13
Akamai Technologies (AKAM) 3.0 $2.6M 80k 32.28
Shanda Interactive Entertainment 2.9 $2.5M 63k 40.02
VMware 2.9 $2.5M 30k 83.20
Blue Coat Systems 2.5 $2.2M 85k 25.45
Marvell Technology Group 2.4 $2.1M 150k 13.85
Equinix 2.4 $2.0M 20k 101.40
Juniper Networks (JNPR) 2.3 $2.0M 96k 20.41
Skyworks Solutions (SWKS) 2.3 $1.9M 120k 16.22
Riverbed Technology 2.2 $1.9M 80k 23.50
Rackspace Hosting 2.0 $1.7M 40k 43.00
Ciena Corporation (CIEN) 1.7 $1.5M 120k 12.10
Nokia Corporation (NOK) 1.7 $1.4M 300k 4.82
Yandex Nv-a (YNDX) 1.5 $1.3M 65k 19.71
SanDisk Corporation 1.1 $984k 20k 49.20
Intel Corporation (INTC) 1.1 $970k 40k 24.25
Google 1.1 $969k 1.5k 646.00
Qualcomm (QCOM) 1.0 $821k 15k 54.73
Symantec Corporation 0.9 $783k 50k 15.66
Cisco Systems (CSCO) 0.8 $723k 40k 18.08
Albemarle corp 0.8 $715k 1.0k 715.00
VeriFone Systems 0.8 $710k 20k 35.50
Corning Incorporated (GLW) 0.8 $642k 50k 12.98
Oracle Corporation (ORCL) 0.6 $513k 20k 25.65
LG Display (LPL) 0.5 $421k 40k 10.52
Asml Holding Nv Adr depository receipts 0.5 $418k 10k 41.80
Telefonaktiebolaget LM Ericsson (ERIC) 0.5 $405k 40k 10.12
Applied Materials (AMAT) 0.4 $321k 30k 10.70
Gt Solar Int'l 0.3 $231k 32k 7.24
Ada-es 0.2 $213k 9.4k 22.66
Anntaylor Stores corp 0.2 $210k 250.00 840.00
Anntaylor Stores corp 0.2 $159k 450.00 353.33
Sunpower Cp B 0.1 $99k 16k 6.21
Echelon Corporation 0.1 $95k 20k 4.87
Trina Solar 0.1 $98k 15k 6.71
JA Solar Holdings 0.1 $87k 65k 1.34
Yingli Green Energy Hold 0.1 $76k 20k 3.80
Power-One 0.1 $61k 16k 3.89
Albemarle corp 0.1 $60k 500.00 120.00
A123 Systems 0.1 $48k 30k 1.59
Hanwha Solarone 0.1 $50k 50k 0.99
Orion Energy Systems (OESX) 0.1 $41k 14k 2.93
Metali 0.0 $38k 12k 3.30
Albemarle corp 0.0 $20k 1.0k 20.00